Standard Life Investments UK Equity

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 50.63 Day Change GBX -0.06 (-0.12%)
Price Date 25 Oct 2016 Crown Rating 3
Shares Class Inc. Yield 1.55 %
Total Expense Ratio 0.00 Fund Size 1,200,900,000.00
Launch Date 22/02/2007 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.80 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BYY38Z35 Min TopUp (£) 0.00

Fund Objective

The fund aims to provide income and some capital growth over the longer term by investing in UK equities. The fund typically holds a concentrated portfolio of stocks and may also hold a proportion in bonds to supplement the income of the fund. The fund is actively managed by our investment team, who will select stocks, without reference to index weight or size, to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Fund Managers

Thomas Moore
Thomas Moore is an Investment Director in the UK equities team. He began his career in 1998 as an Assistant Fund Manager, UK Equities, with Schroder Investment Management. He joined Standard Life Investments in 2002 as an Investment Analyst, managing EMEA portfolios before moving to the UK equities team in 2006. He has managed the UK Equity Income Unconstrained Fund since 2009. Thomas also manages the Standard Life UK Equity Income Trust and analyses the banks and financial services sectors.